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Oxinas Partners Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Oxinas Partners Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03M Buy
50,846
+2,321
+5% +$230K 1.98% 14
2026
Q1 		$4.82M Buy
48,525
+14,570
+43% +$1.46M 2.2% 12
2025
Q4 		$3.39M Buy
33,955
+2,625
+8% +$263K 1.63% 18
2025
Q3 		$3.14M Buy
31,330
+2,482
+9% +$246K 1.68% 17
2025
Q2 		$2.86M Buy
28,848
+15,414
+115% +$1.51M 1.47% 19
2025
Q1 		$1.33M Sell
13,434
-31,199
-70% -$3.05M 0.78% 34
2024
Q4 		$4.32M Buy
44,633
+48
+0.1% +$4.73K 2.54% 12
2024
Q3 		$4.52M Buy
44,585
+39,157
+721% +$3.91M 2.77% 7
2024
Q2 		$527K Sell
5,428
-47,127
-90% -$4.55M 0.35% 66
2024
Q1 		$5.15M Buy
52,555
+46,422
+757% +$4.54M 3.34% 5
2023
Q4 		$609K Buy
+6,133
New +$584K 0.43% 52
2023
Q3 		– Sell
-20,761
Closed -$2.03M – 118
2023
Q2 		$2.03M Buy
20,761
+553
+3% +$54.7K 1.33% 23
2023
Q1 		$2.01M Buy
20,208
+744
+4% +$73.5K 1.45% 21
2022
Q4 		$1.89M Buy
19,464
+14,352
+281% +$1.39M 1.59% 20
2022
Q3 		$493K Buy
+5,112
New +$517K 0.41% 56

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oxinas Partners Wealth Management's AGG Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.8% in Q2 2026, buying an estimated $230K and bringing the position to 50,846 shares worth $5.03M. The position accounts for 1.98% of the portfolio, ranked #14.

Oxinas Partners Wealth Management first reported a position in AGG in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.15M in Q1 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Oxinas Partners Wealth Management held 50,846 shares of iShares Core US Aggregate Bond ETF worth $5.03M as of Q2 2026.
  • Oxinas Partners Wealth Management bought 2,321 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $230K.
  • iShares Core US Aggregate Bond ETF made up 1.98% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Oxinas Partners Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $5.15M in Q1 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.